SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.53%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.39%
66,691
+13,133
52
$3.52M 0.38%
46,428
-243
53
$3.4M 0.37%
+356,808
54
$3.36M 0.37%
29,159
-2,558
55
$3.32M 0.36%
61,520
-17,039
56
$3.05M 0.33%
48,739
+5,642
57
$3.03M 0.33%
100,282
+23,838
58
$2.96M 0.32%
27,068
-36
59
$2.95M 0.32%
80,746
+20,305
60
$2.94M 0.32%
27,659
-9,261
61
$2.94M 0.32%
78,400
+11,980
62
$2.93M 0.32%
38,081
-24,528
63
$2.92M 0.32%
46,307
+5,708
64
$2.91M 0.32%
27,814
+1,449
65
$2.9M 0.32%
35,913
-14,097
66
$2.8M 0.31%
80,023
+61,298
67
$2.8M 0.31%
17,975
-2,047
68
$2.77M 0.3%
54,583
-4,746
69
$2.76M 0.3%
30,168
+4,533
70
$2.75M 0.3%
54,308
+9,846
71
$2.67M 0.29%
37,279
+5,995
72
$2.66M 0.29%
47,319
+1,715
73
$2.65M 0.29%
63,691
-5,501
74
$2.64M 0.29%
31,439
-75
75
$2.61M 0.29%
13,232
+9,568
1 2
3
4 5